GUIDE TO APPLICATIONS Instructions on making, editing and monitoring applications. September 2014 Contents Introduction Making a new application Editing your applications Monitoring your applications Page No. 1 3 7 8 Questions? Please contact UCD International for assistance with applications and online portal: representatives@ucd.ie 0 INTRODUCTION 1. All applications must be made online via your online portal 2. When you log into the agent portal please select ‘Applications’ 3. Select ‘My Candidates Applications’ to make, edit and view your students’ applications. 4. Select ‘How to Apply’ to learn about the UCD application process and important deadlines. ‘MY CANDIDATES APPLICATIONS’ 5. The home screen of the ‘My Candidates section’ contains two information boxes. i. My Application Summary i. Summary of all applications made by the organisation. The applications for each year will be recorded here. ii. My Current Applications i. Summary of all applications made this academic year. You can use this information box to create new candidates and edit existing applications. 1 2 MAKING A NEW APPLICATION 1. There are two steps to making an application on behalf of a student a. Create a New Candidate b. Create an application for the candidate 2. To make an application on behalf of a student, you must to create a New Candidate a. Select ‘Create New Candidate’ 3. Complete the ‘Edit Person Details’ with the student’s information and click ‘submit’. a. Please note: under Contact Details- Email Address’ please ensure that this is the student’s email address. Do not enter the organization email address. Your organizational email has already been recorded when the agent portal was created. 3 4. Once you click submit, you will be redirected to the home page. You will see the new candidate listed under your ‘Current Applications’. You now need to make an application for this student. 5. To make an application on behalf of a candidate please select ‘Add Application’ 6. You will need to complete all relevant sections of the online application form and upload the supporting documentation before submitting the online application. 7. Course : Click ‘Select a Course’ . You will be directed to the ‘Course Finder’. a. You can search for the appropriate course by using the keyword search e.g. Management b. You can narrow your search by choosing the Course Type or College c. Once you locate the appropriate course click the ‘Apply’ button 4 8. Academic Record, Employment History and References: Please complete the necessary information for the student’s academic record, employment history (if applicable) and referees. 9. General Questions: these questions are mandatory and must be answered before the application can be submitted. Please note: some questions have word limits that cannot be exceeded. 10.Applications Checklist: this section details the supporting documentation that must be uploaded before the application can be submitted. To upload a document please select ‘upload’ in the relevant section. a. Please note: an application can be submitted before uploading the English Language qualification. Conditional offer can be issued in the absence of an English Language Qualification. 5 11.Uploading Documents: You can upload new documents to the application or you can select documents that you have already uploaded e.g. from a previous application. If you are having difficulty uploading documents please contact UCD International representatives@ucd.ie 17. Submitting the Application: Once you have completed the application please select ‘Submit Application’. Applications will not be reviewed unless they have been submitted. Once the application has submitted you will be redirected to the home page. You will see the new application listed beside the candidate name in ‘My Current Applications’. To add a new application please select ‘Add Application’. 6 EDITING YOUR APPLICATIONS The ‘My Current Applications’ section should be used to edit applications and candidates personal details. To edit your candidate’s personal details: 1. In the ‘My Current Applications’ section – select ‘Edit Candidate’. 2. Make the necessary changes and click ‘submit’ to save the record. To edit your candidates application: 1. The easiest way to view and edit applications is to click on the relevant number in the ‘Applications’ column 2. You will be directed to a screen listing the applications for the candidate 3. To view and edit the individual application please select ‘View’. 7 MONITORING YOUR APPLICATIONS The home screen of the portal contains two information boxes: 1. My Application Summary i. Summary of all applications made by the organization. The applications for each year will be recorded here. You will be able to track your progress between years. 2. My Current Applications i. Summary of all applications made this academic year. My Current Applications Select ‘View all Applications’. You will be directed to a page with detailed information about all current applications. You can sort this information by clicking on the small arrows beside the column heading. You can download this data to an excel spreadsheet by clicking ‘export to excel’. This is located below the list of students. To see the individual application please select ‘view’. 8 My Application Summary Select ‘Historical Summary Report’. The applications for each year will be recorded here. You will be able to track your progress between years. By clicking on the blue numbers you will be directed to a screen listing the relevant students. e.g. by clicking on the number of applications you will be directed to a list of all applications. This screen will contain additional information about the students applications e.g application status, outstanding supporting documentation, status of deposit payment, application submission date etc 9